[Vtigercrm-developers] Duplicate a module?

[Prasad]

Hi Alan,

I would suggest to rename Potentials as Opportunities in vtiger and
develop a new module Enquiries using the vtlib API.

Regards,
Prasad

On 2/11/10, Alan Lord (News) <alanslists at gmail.com> wrote:
>
> We were doing some training for a customer yesterday. They are a
> consulting/engineering company.
>
> The use the Potentials module to actually track real projects. i.e. that
> is once there is a definite proposal for their customer and work to be
> done.
>
> As they do development/engineering/consulting this fits nicely. Each
> Potential gets assigned a custom number (ENxxxx) which ties the whole
> project together amongst other aspects of their business processes and
> systems.
>
> We have renamed the Potentials module throughout vtiger to be known as
> Enquiries (Hence the EN number).
>
> However, they would also like to be able to track opportunities that are
> not yet definite jobs. This is how I guess most of us use the Potentials
> module.
>
> So, I was wondering about different methods of achieving this.
>
> 1st is to add some custom fields to the Potentials module to identify if
> it is a pre-project opportunity or a real project (with an EN number).
> But I think this requires us to manually change the potential ID  to an
> EN# when a potential gets the go ahead. This ideally needs to be
> automatic and EN numbers assigned sequentially.
>
> 2nd would be to create a second Potentials module. And then have some
> kind of "convert this to an Enquiry" function (and get an EN #) when the
> opportunity becomes a real project.
>
> I think the key aspects are:
>
> * Both 'types' of potential need similar features that are available in
> the existing Potentials module.
>
> * we need to be able to transition from the initial pre "EN Number"
> stage to the EN stage (as and when their customers agree to start a
> project) and retain the existing data.
>
> Anyone else got any ideas as to how we could achieve this?
>
> TIA
>
> Alan
>
>
>
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